Broker Check

Are you an employee of Partners Healthcare or an affiliate hospital?

Condon Sullivan Wealth Management & Planning, working in conjunction with Mariner Wealth Advisors, has a new portfolio management service available on the Fidelity BrokerageLink designed for employees of Partners Healthcare & affiliate hospitals.



Why us? Why now?

Your Fidelity TSA Account is a critical component of your retirement. Get a firm understanding of your risk profile, your underlying investment options, and how we can help manage your funds in the Fidelity BrokerageLink. Matthew J. Condon, CFP TM and his team provide guidance, education, and financial planning services.



Have Questions? 

If you are not sure where to start or if you want to learn more, we’ll gladly answer your questions. 

Contact Matthew J. Condon, CFP TM by phone (781-552-4900) or email (mcondon@condonsullivan.com)



How Does Our Service Work for Partners Healthcare Employees?

Condon Sullivan Wealth Management & Planning, working in conjunction with Mariner Wealth Advisors, is your trusted resource for education, risk profiling, and portfolio management. Matt Condon and his team of Certified Financial Planners® are available to assist you today.

Mariner Wealth Advisors works with Condon Sullivan to create models based on your risk profile. Mariner also executes the day-to-day investing and rebalancing on your behalf. As a fiduciary, Mariner ensures the best work is being done for you as required by law. 

Fidelity Investments is the retirement plan sponsor for Partners Healthcare & its affiliate hospitals. Fidelity serves as the custodian for your retirement assets and they provide the BrokerageLink feature available on the Partners Healthcare retirement plan. This feature allows Mariner and Condon Sullivan to oversee and manage your retirement funds. 



Partners Healthcare & Affiliate Hospitals 



Questions? Ready to learn more? Contact Us Today!

If you are not sure where to start or if you want to learn more, we’ll gladly answer your questions. 

Contact Matthew J. Condon, CFP TM by phone (781-552-4900) or email (mcondon@condonsullivan.com)



Disclaimer: 

Partners Healthcare does not constitute endorsement of the content in this advertisement. 

Condon Sullivan Wealth Management & Planning, Mariner Wealth Advisors, Fidelity Investments, and Tufts Medical Center are unaffiliated.  Trademarks belong to their respective owners. 

HTK: 2289720TM_Oct20